Name: Continuum CRM
Price: 99 USD
Author: Continuum CRM

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Virtual Reality

Development

Learning Management

Education

Business Intelligence (BI)

Case Management

Collaboration

Document Generation

File Sharing

Supply Chain Management

Workspace Planning

Enterprise

Accounting

CTRM

Digital Banking

Treasury Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Business Internet Service Providers (ISPs)

Cloud Storage

Enterprise Printing

Fraud Detection

High Availability Cluster

Incident Response

Integration Platform as a Service (iPaaS)

Internet Security

IoT Security

Log Management

Message Oriented Middleware

Network Performance Monitoring

SOA Application Gateways

Sensitive Data Discovery

Unified Communications Monitoring

Vendor Risk Management

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Journey Mapping

Demand Generation

Domain Registration Services

Email Marketing

Market Research

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Technology Review

Video

Web Analytics

Marketing

Field Service Management

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Sales Content Management

Sales Performance Management

Sales

Cloud Security Posture Management

Secure Access Service Edge (SASE)

Security

Construction Management

Direct Secure Messaging

Membership Management

Online Voting

Real Estate

Text Analysis

Vertical-Specific

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Continuum CRM is a cloud-based CRM platform designed specifically for senior living communities, including CCRC (Continuing Care Retirement Communities), Life Plan, and Life Care Communities. According to the vendor, it aims to streamline sales and marketing processes, enhance customer relationship management, and improve operational efficiency. Continuum CRM caters to senior living communities of all sizes, from small independent living facilities to large multi-location organizations. It is utilized by professionals in the senior living industry, including senior living communities, CCRCs, Life Plan Communities, Life Care Communities, and Assisted Living Facilities.

## Key Features

**Dashboards & Reports**: The vendor claims that Continuum CRM provides real-time dashboards and reports that offer visual representations of key performance indicators (KPIs). Users can create customized dashboards and reports based on their roles, such as sales and marketing or CEO. Continuum CRM aims to eliminate the need for manual spreadsheet creation by storing historical data for future analysis and strategic planning.

**Email Marketing**: Continuum CRM offers an email marketing platform that allows users to track and manage all email campaigns. The scheduling function simplifies marketing automation, ensuring timely delivery of targeted messages to prospects. Users can create unlimited email templates to maintain consistent messaging, reducing reliance on external applications. Transparent results on open rates, click-throughs, bounces, and unsubscribes provide valuable insights for optimizing campaigns.

**Customizable Workflows**: According to the vendor, Continuum CRM's workflow engine is fully customizable to adapt to the sales methodology of senior living communities. Users can create multiple workflows for inventory management, sales, referral networks, and ad campaigns. The system uses color-coded action items to indicate the status of follow-up tasks, preventing prospects from being overlooked. The workflow engine enables users to easily track the progress of each prospect and assess their readiness to move to the community.

**Prospect Readiness**: Continuum CRM claims to be the only senior living CRM with a built-in Prospect Readiness lead scoring tool. Lead scores are generated based on key readiness components, including education and awareness, fit, need, desire, and means. According to the vendor, these scores help sales teams prioritize efforts and focus on prospects with higher conversion potential. This feature enables targeted and personalized communication with prospects at different stages of the buyer's journey.

**Mobile**: Continuum CRM provides mobile access, allowing users to view appointments, prospects, and add new records from anywhere. Users can record voice notes on their smartphones to ensure important interactions are not forgotten. The mobile app enables users to directly call, email, or text prospects. Additionally, the mobile calendar feature allows users to schedule follow-up actions without the need to return to the office.

Basic

Free Forever

CRM Bundle

ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.

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ActiveCampaign

Continuum CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Continuum CRM

Overview

What is Continuum CRM?